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LVOLX vs VTSMX
LVOLX vs VTSMX Comparison
Open Charts LVOLX vs VTSMX
SGI US Large Cap Equity A
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets224.37M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
LVOLX vs VTSMX Comparison Chart in %
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LVOLX vs. VTSMX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVOLX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LVOLX (224M). VTSMX pays higher dividends than LVOLX: VTSMX (1.12) vs LVOLX (0.17). LVOLX was incepted earlier than VTSMX: LVOLX (10 years) vs VTSMX (33 years). LVOLX (1.22) is less costly to investors than VTSMX (0.14). LVOLX is a more actively managed with annual turnover of: 194.00 vs. VTSMX (2.00). LVOLX has a lower initial minimum investment than VTSMX: LVOLX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. LVOLX (-11.12). VTSMX return over 5 years is better than : 93.51 vs. LVOLX (-0.79).
| LVOLX | VTSMX | LVOLX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 2.154 | 8.287 | 26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.91T | 0% |
| Annual Yield % from dividends | 0.17 | 1.12 | 15% |
| Returns for 1 year | -11.12 | 17.75 | -63% |
| Returns for 3 years | 1.96 | 60.60 | 3% |
| Returns for 5 years | -0.79 | 93.51 | -1% |
| Returns for 10 years | N/A | 200.97 | - |
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